MoreApp's Form Builder is easy to use and doesn't require any special skills. Watch the tutorial and learn how to create your first digital form!
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1. Create an account
To start, pick a plan to trial for 30 days. After you have created your account, you can start digitising your paper forms in the Platform.
2. Create a folder and a form
Once your account is created, go to the Forms tab and Create a new folder. Give the Folder a name, in this folder, you can start creating forms. Click on Create a new form and give it a name.
3. Form Builder
Once you've created your form, you see an overview of what you can do with your form. When you click on Edit form, you will find yourself in the Form Builder. There are 5 tabs within the Form Builder which are; Widgets, Email, Rules, Integrations, and Settings. On the left-hand side, you can see the preview of your form.
4. Add widgets
You make your forms using widgets. As you can see on the right-hand side of the Platform there are a group of Basic widgets you can use to customise your form. Pro widgets are available starting from the leaf plan. On every widget there is an information button with a further explanation of what the widget does, this can be seen when you hover your mouse over the information button. Add widgets to your form by double-clicking or dragging it into to the form. When you click on the pencil of the newly added widget you can modify it in the Properties screen.
5. Configure widgets
For example, add the Image-widget to your form. In the properties tab of this widget you can choose your company logo to be visible in your form. Once you've selected your logo you can add the size of the image, then click on Save.
Every widget has a Label field where you can name the widget to your liking.
You can fill your forms with as many widgets as you like, you can also position the widgets to your desired layout by clicking on the widget and dragging it to the position. You can also make widgets Required. If the widget is required, an error message will appear indicating to fill in the required field. Also, you can turn on Remember input which makes sure the widget remembers the last input on your device.
You can also mark each widget as you favorite, this is ideal for the widget you use often. The modifications you made to the widget will be saved for later use. All your favorite widgets will be stored under the Favorite tab. Now that your form is completed with your widgets, you can click on Save & Publish.
6. Configure the email
Before using your form, you will first need to configure the e-mail that will be sent every time the form is submitted. Go to the Email tab and configure the e-mail to your liking.
It is also possible to configure multiple emails if you need to send different templates.
7. Invite & add a user
In the Users tab you will have to click on Invite user(s), there you will see the option to select a single user or multiple users. Click on A single user and then choose the user you would like to invite by filling in the email address. Choose the language of the invitation and lastly, click on Invite. The person that you invited will receive an email to activate his/her account.
By clicking on Save & Publish you have completed your form! You form is now ready to use!
You are set up to send your forms! When the form is sent you will receive an email with PDF in your inbox!
If you want to go further already, below you will find how to export and import data.
8. Export data
9. Import data
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